郭宇

Many people describe tokens as the utility business (water, electricity, gas) of the AI era. Actually, I think tokens are far bigger than utilities. They are essentially the first true commodity in the internet industry, and cross-border trade currently isn't taxed. In the short term, it's a business of models and inference computing cards; in the long term, it's arbitrage on electricity costs and bandwidth. Does this story sound familiar to everyone? Yes, this is the story crypto once told.

Longbridge has released this year's review. My active account returns, following the crypto pullback in November/December, dropped sharply from +68% to -12% at the close! This year was another one of huge volatility, similar to last year's script, but I traded much less this year, spending most of my time traveling and living seriously—quite an improvement! I'll continue trading next year. Happy New Year, everyone!

$CleanSpark(CLSK.US) As soon as it dropped, people started complaining... That's human nature😂

$CleanSpark(CLSK.US)Fierce battle between longs and shorts at 22-24, smooth sailing beyond this price range

$CleanSpark(CLSK.US)Won't the short options settlement day show some strength?

$CleanSpark(CLSK.US)Yesterday's profit retraced by $380K😂

$CleanSpark(CLSK.US)The airdrop was a bit too hasty, let's see if there are any chips left in the late night

$Strategy(MSTR.US) The big cake has been sluggish in recent months, and Wall Street's spot buyers are fearless, holding money in their hands and waiting to watch the show. The stage on the left is MSTR, and the stage on the right is Binance. With so much money being printed recklessly, even a fool knows it will definitely go up—not just a little, but a huge surge! The question is who can outlast whom; the one who laughs last wins. This has long ceased to be a game of high or low bets but a game of musical chairs.

$CleanSpark(CLSK.US)The final battle between short-term and short sellers may happen in these few days

$CleanSpark(CLSK.US) keeps getting DMs asking 'Should I still hold?' when it drops

And 'What's the target price?' when it rises

Why not ask yourself? 😵

You don't share profits with me

But curse my ancestors when you lose money

Your position isn't even 1% of mine

Yet you gamble like it's your entire life savings

Maybe just quit trading, seriously

$CleanSpark(CLSK.US) calling the shorts to work😂

$CleanSpark(CLSK.US) Shorts still not back to work😂

$CleanSpark(CLSK.US) Are the shorts out of stocks to sell?😂

$CleanSpark(CLSK.US)Let's see how many stocks the short sellers can sell tonight😂

This year's YTD return has reached 44.2%, yet it still ranks at the bottom on Longbridge. This shows how high the profit levels of current market participants are, which is vastly different from previous years!

$Strategy(MSTR.US) The IV of medium-term options rose before the underlying stock, and the advantage is not synchronized today. Someone is laying out a challenge to the previous high, which is interesting.

$CleanSpark(CLSK.US) opened with a sell-off, shorts profiting from the same trick every day

$CleanSpark(CLSK.US) Short sellers must be in a bad mood today😂

$CleanSpark(CLSK.US) Will the short position draw Chinese characters today? Let's wait and see😂

$CleanSpark(CLSK.US)Short sellers frequently use K-line to draw the Chinese character '中' probably to celebrate the National Day🤣

$CleanSpark(CLSK.US) Who just bought 1.08 million shares during the session😂

$BitMine Immersion Tech(BMNR.US) had two timely ATMs in the past day... looks like Ethereum still has to rise

$BitMine Immersion Tech(BMNR.US)Ethereum natively supports staking, these treasuries should buy enough to support dividends, plus lending is just the on-chain version of the Fed, with great imagination space

$CleanSpark(CLSK.US)Short sellers are frantically covering their positions👀

Haven't checked this account for a long time, how did the return become –81%? So ridiculous😅 What's the problem this time?